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Annexure B - Investment Valuation Policy
https://www.assetmanagement.hsbc.co.in/-/media/Files/attachments/india/common/water-fall-approach.pdf...Annexure B - Investment Valuation Policy PUBLIC Annexure B WATERFALL APPROACH FOR VALUATION OF TRADED AND NON-TRADED MONEY MARKET AND DEBT SECURITIES AMFI, vide its best practice circular... -
Product Note - Aggressive Hybrid Active FOF - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/014a7b7e-7798-46bf-af77-bf1a8a9e1ab2/product-note-aggressive-hybrid-active-fof-june-2026.pdf...basket of equity and debt mutual fund schemes and money market instruments. However, there is no assurance that the investment objective of the Scheme will be achieved. Asset Allocation Issuer % to Net... -
Market Explorer - Oct 2021
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e2dbed17-05a7-437c-8d17-2cba862102f7/market-disclosure-oct2021.pdf...Market Explorer - Market Overview and Outlook PUBLIC PUBLIC • • • • • • • • • PUBLIC • • PUBLIC PUBLIC PUBLIC 37% 10% PUBLIC PUBLIC... -
Product Note - HSBC ELSS Tax Saver Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/097d8a76-596c-447d-9b53-29bffa8ebfd2/product-note-hsbc-elss-tax-saver-fund-july-2026.pdf...fund aims to save taxes under Section 80C of Income Tax Act* The fund has a proven long-term track record across various time periods / market cycles Aims to create a corpus through generating... -
Fund Overview - HSBC Money Market Fund - February 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0414d378-1985-490a-a2e2-30dbbe37da67/fund-overview-hsbc-money-market-fund-february-2026.pdf...Fund Overview - HSBC Money Market Fund - February 2026 HSBC Money Market Fund Fund Overview (An open ended debt scheme investing in money market instruments. Relatively low interest rate risk... -
Fund Overview - HSBC Ultra Short Duration Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/fd6d7954-bf28-490f-8adb-0574bfcab703/fund-overview-hsbc-ultra-short-duration-fund-july 2026.pdfFund Overview - HSBC Ultra Short Duration Fund - July 2026, HSBC Mutual Fund -
Product Note - HSBC Business Cycles Fund (HBCF) - January 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/2b27e5f8-a331-4f8d-9ea8-d8259b87976f/hsbc-business-cycles-fund-jan-2026.pdf...largely drives the performance of equity market. Thus, timely selection of the prospective sectors that could benefit in different market cycles may provide great opportunity to generate alpha. Invest... -
Product Note - HSBC Infrastructure Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/bd31f59f-321e-4aca-94ad-bcf433d1f120/product-note-hsbc-infrastructure-fund-july-2026.pdf...thematic fund primarily investing in Infrastructure companies It’s a flexi-cap strategy with a flexibility to invest across the market capitalization spectrum Fund mostly follows bottom-up approach for... -
Equity Market Review - June 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/0cecb788-692d-4e29-83c1-9f211d72f871/equity-market-review-june-2024.pdf...Equity Market Review - June 2024 June, 2024 Equity Market Review Indices 28-Jun 31-May % Change % Change % Change 2024 2023 1 Month 1 Year YTD BSE Auto 57,293 53,026 8.05 64.07 35.67 BSE... -
Product Note - HSBC Nifty 50 Index Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/9fcf255b-5114-4c28-b704-719119da6792/product-note-hsbc-nifty-50-index-fund-july-2026.pdf...FMCG 4.25% Pharmaceuticals & Biotechnology 3.31% Retailing 2.75% Market Capitalisation Large Cap 99.81% Debt 0.19% 4 TBER excludes brokerage & transaction cost, and statutory levies(including... -
Global Navigator - March 2024
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/ddbfc0a0-8d71-4342-ab03-864655e1f00c/global-navigator-hsbc mf-march-2024.pdf...the high valuations currently prevailing in the equity market. • While we remain constructive on Indian equities supported by the more robust medium term growth outlook we would caution against high... -
The Macro Sphere
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/news-and-insights/the-macro-sphere-monetary-policy-how-far-have-we-come...investor sentiments. This coupled with the CRR cut announcement reduced the scope of OMO Purchases further weighed on market sentiments. Reaction in markets post the MPC outcome: 10Y yield bottomed Note... -
Stewardship at HSBC Mutual Fund India | HSBC Asset Management
https://www.assetmanagement.hsbc.co.in/en/mutual-funds/about-us/responsible-investing/stewardship...voting Fund-driven stewardship Supports sustainability objectives where appropriate for selected client portfolios in our sustainable investment product range System stewardship Addresses market-wide and... -
HSBC Gilt Fund
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/5ae10e10-5b17-4432-81f4-1853d32252f5/ssd966-hsbc-gilt-fund.pdf...Treasury Bills and TREPS : 80% -100% Money market instruments: 0%-20% Face Value 10 11 NFO Open Date 28 Mar 2000 12 NFO Close date 28 Mar 2000 13 Allotment Date 29 Mar 2000 14 Reopen Date 03 May... -
Monday Market Flash - April 21, 2025
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/e8544cdf-c195-4b58-97dd-fa44f0cb0b1f/monday-market-flash-april-21-2025.pdf...Monday Market Flash - April 21, 2025 April 21, 2025 Market Flash Market Flash April 21, 2025 Sensex up 600 points, Nifty above 24,000 mark; Bank Nifty hits record high Benchmark indices... -
One Pager - HSBC Small Cap Fund - June 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/a6cd9edd-28cf-4890-9e64-b130570319b2/one-pager-hsbc-small-cap-fund-jun-2026.pdf...potential as compared to broader market. The fund seek an exposure in small cap segment stocks for alpha generating opportunities in long run Why HSBC Small Cap Fund? Follows bottom-up stock... -
Fund Overview - HSBC Overnight Fund - July 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/d16c4604-a58d-4cc4-ade8-f6f57d5d4082/fund-overview-hsbc-overnight-fund-july-2026.pdf...Settlement T+1 Overview ◆ Provides investors w ith an opportunity to invest in short-term INR denominated money market instruments. ◆ Main objectives/ Includes: Daily liquidity * Active ri sk... -
One Pager - HSBC Multi Asset Allocation Fund - March 2026
https://www.assetmanagement.hsbc.co.in/assets/documents/mutual-funds/en/8c38185d-cbb1-4a27-9cf7-fbee4b8c0d52/one-pager-hsbc-multi-asset-allocation-fund-march-2026.pdf...undertaken basis changes in a market / asset class outlook of the Fund House. The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any research report nor it should be considered as...
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